Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ELMER R DEAVER FOUNDATION IDT
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-7830263
B Telephone number (see instructions)

(855) 739-2921
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,586,933J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 213,697 213,003  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 722,057
b Gross sales price for all assets on line 6a 4,476,148
7 Capital gain net income (from Part IV, line 2)... 722,057
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 935,754 935,060  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,566 90,580   44,986
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,617 1,594   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 19,250     19,250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 165,433 92,174 0 65,236
25 Contributions, gifts, grants paid....... 550,000 550,000
26 Total expenses and disbursements. Add lines 24 and 25 715,433 92,174 0 615,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 220,321
b Net investment income (if negative, enter -0-) 842,886
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 9,091 3,283 3,283
2 Savings and temporary cash investments......... 1,278,989 704,112 704,112
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,424,784 Click to see attachment1,303,438 1,383,909
b Investments—corporate stock (attach schedule)....... 6,332,385 Click to see attachment6,499,142 10,849,770
c Investments—corporate bonds (attach schedule)....... 2,655,719 Click to see attachment3,467,851 3,552,303
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 150,742 Click to see attachment91,834 93,556
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,851,710 12,069,660 16,586,933
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,851,710 12,069,660
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,851,710 12,069,660
30 Total liabilities and net assets/fund balances (see instructions). 11,851,710 12,069,660
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,851,710
2
Enter amount from Part I, line 27a .....................
2
220,321
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,218
4
Add lines 1, 2, and 3 ..........................
4
12,079,249
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,589
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,069,660
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 15000. AT&T INC 4.450% 5/15/21   2019-08-15 2020-06-27
b 15000. AT&T INC 4.450% 5/15/21   2015-11-02 2020-06-27
c 30000. AT&T INC 3.400% 5/15/25   2020-07-02 2020-08-07
d 21069.692 ABERDEEN EMERG MARKETS-INST #5840   2013-07-15 2020-04-09
e 15000. CAPITAL ONE FINANCIA 2.500% 5/12/20   2017-09-18 2020-05-12
25000. CITIBANK CREDIT CARD 1.920% 4/07/22   2017-09-18 2020-04-07
2294.104 DODGE & COX INT'L STOCK FD #1048   2019-11-11 2020-04-09
8039.04 DODGE & COX INT'L STOCK FD #1048   2018-10-26 2020-04-09
11000. DOW CHEMICAL CO/THE 3.500% 10/01/24   2019-08-21 2020-08-28
554.816 AMER FNDS EUROPAC GROW-F3#716   2016-03-17 2020-04-09
606.75 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-05-25
691.19 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-06-25
682.97 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-07-25
638.43 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-08-25
521.92 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-09-25
748.02 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-10-25
621.73 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-11-25
593.84 FHLMC POOL #ZS7299 3.000% 10/01/30   2020-04-09 2020-12-25
254.42 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-01-15
718.12 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-02-15
248.11 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-03-15
248.68 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-04-15
336.8 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-05-15
442.39 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-06-15
387.83 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-07-15
964.46 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-08-15
1181.93 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-09-15
1566.5 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-10-15
1052.28 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-11-15
1345.2 FED HOME LN MTG CORP 3.500% 11/15/25   2019-09-15 2020-12-15
1117.99 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-01-15
1214.08 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-02-15
22.09 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2020-02-15
969.08 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-03-15
1303.47 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-04-15
1746.07 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-05-15
2196.68 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-06-15
2549.59 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-07-15
66.97 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2020-08-15
3680.57 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-08-15
21.03 FED HOME LN MTG CORP 3.500% 9/15/43   2019-07-23 2020-09-15
1155.72 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-09-15
2609.28 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-10-15
2477.51 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-11-15
2897.01 FED HOME LN MTG CORP 3.500% 9/15/43   2019-09-15 2020-12-15
920.63 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-05-25
1241.31 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-06-25
2414.46 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-07-25
1629.96 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-08-25
1296.19 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-09-25
1531.05 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-10-25
1906.32 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-11-25
1154.59 FNMA POOL #BM1228 3.000% 5/01/32   2020-04-16 2020-12-25
239.41 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-01-25
92.39 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-02-25
226.89 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-03-25
90.84 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-04-25
492.3 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-05-25
89.34 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-06-25
91.6 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-07-25
225.88 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-08-25
87.46 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-09-25
108.19 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-10-25
100.86 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-11-25
367.81 FNMA POOL #AB9335 3.000% 5/01/28   2016-02-09 2020-12-25
15000. FIFTH THIRD BANCORP 2.875% 7/27/20   2017-09-18 2020-06-27
15000. FORD MOTOR CREDIT CO 3.157% 8/04/20   2017-12-12 2020-08-04
15000. GENERAL MOTORS FINL 2.450% 11/06/20   2017-12-12 2020-11-06
5285.048 HARBOR CAPITAL APPREC-RET #2512   2018-12-17 2020-04-09
1884.439 HARBOR CAPITAL APPREC-RET #2512   2019-12-16 2020-04-09
15000. HUNTINGTON BANCSHARE 3.150% 3/14/21   2017-09-18 2020-11-02
1750. ISHARES CORE S & P 500 ETF   2009-05-05 2020-12-17
2929. ISHARES RUSSELL MID-CAP ETF   2016-03-17 2020-12-17
50412.878 JPMORGAN HIGH YIELD-R6 #3938   2013-07-15 2020-06-05
30000. JUNIPER NETWORKS INC 4.350% 6/15/25   2019-11-13 2020-12-09
15000. KEYCORP 2.900% 9/15/20   2017-12-12 2020-09-15
8000. MEDTRONIC INC 3.500% 3/15/25   2019-08-15 2020-10-29
12214.984 MORGN STANLY INSTL FD INTL EQ #8063   2011-11-18 2020-04-09
20000. MORGAN STANLEY 2.800% 6/16/20   2017-12-12 2020-06-16
6989.097 PRINCIPAL MIDCAP FUND-R6 #4268   2019-11-11 2020-12-17
7049.742 T ROWE PR REAL ESTATE-I #432   2016-03-17 2020-07-02
854. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2014-08-06 2020-07-02
25000. CHARLES SCHWAB CORP 4.450% 7/22/20   2010-10-14 2020-07-22
7000. SHERWIN-WILLIAMS CO 2.750% 6/01/22   2018-03-13 2020-03-16
35000. US TREASURY NOTE 1.500% 8/15/26   2016-10-06 2020-05-04
10000. US TREASURY NOTE 1.750% 6/30/24   2019-08-12 2020-10-06
60000. US TREASURY NOTE 1.750% 6/30/24   2019-08-12 2020-10-29
46000. US TREASURY NOTE 2.750% 2/15/24   2019-01-14 2020-10-06
40000. US TREASURY NOTE 2.000% 8/15/25   2016-03-08 2020-05-04
20000. US TREASURY NOTE 1.625% 2/15/26   2016-06-08 2020-05-04
40000. US TREASURY NOTE 2.000% 11/15/21   2011-12-29 2020-01-28
15000. US TREASURY NOTE 2.000% 11/15/21   2018-03-01 2020-02-20
30000. US TREASURY NOTE 1.750% 5/15/22   2012-08-06 2020-02-20
20000. US TREASURY NOTE 1.750% 5/15/22   2012-05-29 2020-06-17
20000. US TREASURY NOTE 1.625% 11/15/22   2017-08-31 2020-07-20
15000. US TREASURY NOTE 1.625% 11/15/22   2018-05-23 2020-10-29
15000. US TREASURY NOTE 2.000% 11/15/26   2017-01-13 2020-10-29
40000. US TREASURY NOTE 1.750% 7/31/24   2019-08-21 2020-05-04
25000. US TREASURY NOTE 1.750% 7/31/24   2019-08-21 2020-10-29
110000. US TREASURY NOTE 1.500% 8/15/22   2019-08-21 2020-01-10
5000. US TREASURY NOTE 1.625% 8/15/29   2019-08-21 2020-04-16
55000. US TREASURY NOTE 1.500% 10/31/24   2019-11-13 2020-05-04
15000. US TREASURY NOTE 1.500% 10/31/21   2019-11-13 2020-01-10
20000. US TREASURY NOTE 1.750% 11/15/29   2019-11-13 2020-04-16
125000. US TREASURY NOTE 1.500% 1/15/23   2020-01-10 2020-05-04
45000. US TREASURY NOTE 1.500% 2/15/30   2020-02-20 2020-04-16
25000. UNITED TECHNOLOGIES 4.500% 4/15/20   2010-05-20 2020-02-27
742. VANGUARD REAL ESTATE ETF   2013-07-12 2020-07-02
40000. XCEL ENERGY INC 2.600% 3/15/22   2019-11-13 2020-12-01
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,536   15,592 -56
b 15,536   16,108 -572
c 33,566   33,085 481
d 260,000   305,932 -45,932
e 15,000   15,108 -108
25,000   25,063 -63
72,173   100,000 -27,827
252,908   319,552 -66,644
12,130   11,550 580
25,000   24,518 482
607   643 -36
691   733 -42
683   724 -41
638   677 -39
522   553 -31
748   793 -45
622   659 -37
594   629 -35
254   264 -10
718   744 -26
248   257 -9
249   258 -9
337   349 -12
442   458 -16
388   402 -14
964   999 -35
1,182   1,224 -42
1,567   1,623 -56
1,052   1,090 -38
1,345   1,393 -48
1,118   1,153 -35
1,214   1,252 -38
22   23 -1
969   1,000 -31
1,303   1,345 -42
1,746   1,801 -55
2,197   2,266 -69
2,550   2,630 -80
67   71 -4
3,681   3,795 -114
21   22 -1
1,156   1,192 -36
2,609   2,692 -83
2,478   2,556 -78
2,897   2,988 -91
921   976 -55
1,241   1,316 -75
2,414   2,559 -145
1,630   1,728 -98
1,296   1,374 -78
1,531   1,623 -92
1,906   2,020 -114
1,155   1,224 -69
239   251 -12
92   97 -5
227   238 -11
91   95 -4
492   516 -24
89   94 -5
92   96 -4
226   237 -11
87   92 -5
108   113 -5
101   106 -5
368   386 -18
15,000   15,353 -353
15,000   15,214 -214
15,000   14,931 69
368,579   341,920 26,659
131,421   140,485 -9,064
15,122   15,387 -265
650,373   158,065 492,308
199,960   85,627 114,333
341,799   411,350 -69,551
34,821   30,838 3,983
15,000   15,181 -181
9,019   8,592 427
150,000   150,733 -733
20,000   20,185 -185
250,000   216,026 33,974
144,097   200,000 -55,903
25,389   37,013 -11,624
25,000   26,361 -1,361
7,304   6,900 404
37,182   34,281 2,901
10,570   10,113 457
63,316   60,680 2,636
49,930   47,508 2,422
43,323   40,459 2,864
21,331   19,689 1,642
40,373   40,041 332
15,147   14,909 238
30,241   30,563 -322
20,591   20,076 515
20,678   19,866 812
15,452   14,732 720
16,358   14,678 1,680
42,381   40,539 1,842
26,406   25,337 1,069
109,807   110,064 -257
5,474   5,017 457
57,810   54,495 3,315
14,977   14,963 14
22,163   19,752 2,411
129,243   124,702 4,541
48,839   44,835 4,004
25,087   26,168 -1,081
60,564   48,617 11,947
41,124   40,213 911
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
      295,863
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -56
b       -572
c       481
d       -45,932
e       -108
      -63
      -27,827
      -66,644
      580
      482
      -36
      -42
      -41
      -39
      -31
      -45
      -37
      -35
      -10
      -26
      -9
      -9
      -12
      -16
      -14
      -35
      -42
      -56
      -38
      -48
      -35
      -38
      -1
      -31
      -42
      -55
      -69
      -80
      -4
      -114
      -1
      -36
      -83
      -78
      -91
      -55
      -75
      -145
      -98
      -78
      -92
      -114
      -69
      -12
      -5
      -11
      -4
      -24
      -5
      -4
      -11
      -5
      -5
      -5
      -18
      -353
      -214
      69
      26,659
      -9,064
      -265
      492,308
      114,333
      -69,551
      3,983
      -181
      427
      -733
      -185
      33,974
      -55,903
      -11,624
      -1,361
      404
      2,901
      457
      2,636
      2,422
      2,864
      1,642
      332
      238
      -322
      515
      812
      720
      1,680
      1,842
      1,069
      -257
      457
      3,315
      14
      2,411
      4,541
      4,004
      -1,081
      11,947
      911
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 722,057
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 11,716
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,716
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,716
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,956
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,956
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,760
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (855) 739-2921

    Located atbullet100 N MAIN ST FL6 D4001-065WINSTON SALEMNC ZIP+4bullet271013818
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK NAClick to see attachment TRUSTEE
    1     		120,774    
    1525 WEST WT HARRIS BLVD
    CHARLOTTE,NC282881114
    WELLS FARGO BANK NAClick to see attachment TRUSTEE
    0     		14,792    
    1525 WEST WT HARRIS BLVD
    CHARLOTTE,NC282881114
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,779,260
    b
    Average of monthly cash balances.......................
    1b
    1,144,476
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,923,736
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    14,923,736
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    223,856
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,699,880
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    734,994
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    734,994
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,716
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,716
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    723,278
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    723,278
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    723,278
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    615,236
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    615,236
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    615,236
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 723,278
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 89,703
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 615,236
    a Applied to 2019, but not more than line 2a 89,703
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 525,533
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		197,745
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    www wellsfargo comprivatefoundatio
    Philanthropic Services - North
    WinstonSalem,NC27101
    (855) 739-2920
    bThe form in which applications should be submitted and information and materials they should include:
    Organizations should apply online at www.wellsfargo.com/privatefoundationgrants/deaver Scholarship recipients should apply at csascholars.org
    cAny submission deadlines:
    April a5 and June 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Organizations must be 501(c)(3) orgs in Philadelphia, PA area that focus on relieving poverty; Scholarship recipients must be former employees or family of Quaker City Life Ins
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    JEWISH FAMILY& CHILRENS SERVICES
    OF GREATER PHILADELPHIA
    2100 ARCH STREET 5TH FLOOR
    Philadelphia,PA19103     		NONE PC CRITICAL NEEDS PROGRAM 10,000
    SCHOLARSHIP DETAIL ATTACHED
    C/O CENTER FOR SCHOLARSHIP ADMIN
    4320 WADE HAMPTON BLVD STE C
    TAYLORS,SC29687     		NONE I SCHOLARSHIPS 275,000
    UNITED NEGRO COLLEGE FUND
    ATTN DESIREE C BOYKIN
    1805 7TH ST NW STE 400
    WASHINGTON,DC20001     		NONE PC SCHOLARSHIPS 27,500
    BROAD STREET MINISTRY
    315 SOUTH BROAD STREET
    Philadelphia,PA19107     		NONE PC HOSPITALITY COLLABORATIVE 10,000
    FRIENDS BOARDING HOME
    147 WEST STATE STREET
    KENNETT SQUARE,PA19348     		NONE PC RESIDENT ASSISTANCE PROGRAM 8,000
    TURNING POINTS FOR CHILDREN
    415 SOUTH 15TH STREET
    PHILADELPHIA,PA19146     		NONE PC FOOD AND WELLNESS NETWORK 4,500
    LINCOLN UNIVERSITY
    1570 BALTIMORE PLACE
    LINCOLN UNIVERSITY,PA19352     		NONE PC SCHOLARSHIP PROGRAM 110,000
    PEOPLES EMERGENCY CENTER
    325 N 39TH STREET
    Philadelphia,PA19104     		NONE PC COVID 19 RESPONSE 10,000
    PHILABUNDANCE
    3616 SOUTH GALLAWAY STREET
    PHILDALEPHIA,PA19148     		NONE PC FRESH PRODUCE DISTRIBUTION 15,000
    SHARE FOOD PROGRAM INC
    2901 W HUNTING PARK AVENUE
    Philadelphia,PA19129     		NONE PC REDUCING HUNGER 20,000
    PROJECT HOME
    1515 FAIRMOUNT AVE
    Philadelphia,PA19130     		NONE PC WORKFORCE SOLUTIONS FOR 15,000
    BAKERS INDUSTRIES INC
    184 PENNSYLAVANIA AVE
    Marivern,PA19355     		NONE PC UNIQUE WORKFORCE 10,000
    TEMPLE UNIVERSITY
    2450 W HUNTINGTON PARK AVENUE
    PHILADELPHIA,PA19122     		NONE PC SCHOLARSHIP PROGRAM 27,500
    OPEARTION WARM
    PO BOX 822431
    PHILDALEPHIA,PA19182     		NONE PC COAT PROGRAM 7,500
    Total .................................bullet 3a 550,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 213,697  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 722,057  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   935,754  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    935,754
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 CompensationExplanation
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Person Name Explanation
    WELLS FARGO BANK NA TRUST ADMIN FEE SEE ATTACHED FOOTNOTE
    WELLS FARGO BANK NA GRANT ADMIN FEES SEE ATTACHED FOOTNOTE

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4812C0803 JPMORGAN HIGH YIELD-    
    808513AD7 CHARLES SCHWAB CORP    
    913017BR9 UNITED TECHNOLOGIES    
    548661CW5 LOWE'S COMPANIES INC 41,006 41,171
    46625HJE1 JPMORGAN CHASE & CO 66,942 68,361
    911312AQ9 UNITED PARCEL SERVIC 55,493 57,049
    00206RAX0 AT&T INC    
    06406HDA4 BANK OF NY MELLON CO 76,429 82,323
    172967FT3 CITIGROUP INC 37,757 36,494
    48203RAJ3 JUNIPER NETWORKS INC    
    713448CM8 PEPSICO INC 80,241 81,842
    097023BH7 BOEING CO 30,532 31,711
    585055BS4 MEDTRONIC INC 22,047 23,566
    693390841 PIMCO HIGH YIELD FD- 313,898 324,252
    14040HBP9 CAPITAL ONE FINANCIA    
    14913Q2E8 CATERPILLAR FINL SER 55,300 57,303
    23355LAA4 DXC TECHNOLOGY CO 16,005 15,788
    316773CT5 FIFTH THIRD BANCORP    
    345397XK4 FORD MOTOR CREDIT CO    
    37045XCB0 GENERAL MOTORS FINL    
    446150AJ3 HUNTINGTON BANCSHARE 25,349 25,077
    49326EEF6 KEYCORP    
    61761JB32 MORGAN STANLEY    
    857477AM5 STATE STREET CORP 80,103 82,178
    14149YBF4 CARDINAL HEALTH INC 29,544 30,879
    38141GRD8 GOLDMAN SACHS GROUP 77,364 80,035
    58013MEU4 MCDONALD'S CORP 41,388 44,423
    606822BA1 MITSUBISHI UFJ FIN 67,285 70,470
    824348AU0 SHERWIN-WILLIAMS CO    
    98389BAT7 XCEL ENERGY INC    
    00185AAK0 AON PLC 37,836 39,902
    06051GEU9 BANK OF AMERICA CORP 77,694 79,516
    06367TG38 BANK OF MONTREAL 65,735 67,287
    13607RAD2 CANADIAN IMPERIAL BA 79,437 81,425
    166764BT6 CHEVRON CORP 78,140 80,369
    260543CJ0 DOW CHEMICAL CO/THE 36,087 37,243
    31641Q755 FIDELITY NEW MRKTS I 568,370 578,885
    581557BE4 MCKESSON CORP 36,701 38,415
    80283LAJ2 SANTANDER UK PLC 79,821 82,953
    867914BS1 SUNTRUST BANKS INC 77,431 79,265
    91159HHV5 US BANCORP 78,575 81,647
    92343VDY7 VERIZON COMMUNICATIO 38,495 41,254
    00206RKG6 AT&T INC 40,713 40,812
    00287YAQ2 ABBVIE INC 38,830 38,993
    036752AJ2 ANTHEM INC 37,216 37,434
    037833DN7 APPLE INC 47,997 48,119
    14040HBG9 CAPITAL ONE FINANCIA 42,553 43,646
    20030NBW0 COMCAST CORP 80,715 80,701
    316773DA5 FIFTH THIRD BANCORP 37,699 38,091
    337738AS7 FISERV INC 36,772 37,583
    446150AQ7 HUNTINGTON BANCSHARE 16,027 16,029
    49326EEK5 KEYCORP 37,303 37,339
    61761J3R8 MORGAN STANLEY 77,771 78,244
    863667BA8 STRYKER CORP 45,661 45,915
    882508BH6 TEXAS INSTRUMENTS IN 81,258 82,966
    922031760 VANGUARD HIGH YIELD 313,000 320,939
    961214DW0 WESTPAC BANKING CORP 80,692 80,506
    96949LAD7 WILLIAMS PARTNERS LP 38,737 39,936
    98389BAR1 XCEL ENERGY INC 43,902 43,967

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Name of Stock End of Year Book Value End of Year Fair Market Value
    464287200 ISHARES CORE S & P 5 311,795 1,295,846
    464287499 ISHARES RUSSELL MID- 53,959 229,163
    61744J408 MORGN STANLY INSTL F    
    003021714 ABERDEEN EMERG MARKE 149,473 209,180
    922908553 VANGUARD REAL ESTATE    
    78463X863 SPDR DJ WILSHIRE INT 75,891 59,692
    464287481 ISHARES RUSSELL MID- 381,332 793,485
    85917K546 STERLING CAPITAL STR 250,346 320,676
    704223817 PAX WORLD SMALL CAP- 343,109 390,641
    779919307 T ROWE PR REAL ESTAT    
    256206103 DODGE & COX INT'L ST    
    55273H353 MFS VALUE FUND-R6 #4 379,675 556,110
    74256W568 PRINCIPAL REAL EST S 134,908 152,693
    74256W584 PRINCIPAL MIDCAP FUN 683,957 1,018,488
    00143W859 INV OPP DEVELOP MRKT 567,660 841,692
    00888Y847 INVESCO BAL RSK COMM 111,400 129,721
    298706110 AMER FNDS EUROPAC GR 250,071 392,493
    411512528 HARBOR CAPITAL APPRE 770,771 1,844,751
    04314H758 ARTISAN SMALL CAP FU 600,000 602,744
    19247U106 COHEN & STEERS INSTL 140,000 151,132
    413838723 OAKMARK INTERNATIONA 235,000 368,035
    61760X760 MSIF-INTERNATIONAL E 259,795 340,850
    77954Q403 T ROWE PRICE BLUE CH 700,000 1,017,613
    921910501 VANGUARD INTL GRTH F 100,000 134,765

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    US Government Securities - End of Year Book Value:

    1,303,438
    US Government Securities - End of Year Fair Market Value:

    1,383,909
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    17305EGB5 CITIBANK CREDIT CARD      
    3137A6QZ8 FED HOME LN MTG CORP AT COST 50,852 51,941
    3137BKD72 FED HOME LN MTG CORP AT COST 40,982 41,615

    TY 2020 OtherDecreasesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Description Amount
    MUTUAL FUND POSTING DATE AFTER TYE 3,914
    RETURN OF CAPITAL 1,013
    ACCD INT PD CURRENT YR EFFECTIVE NEXT YR 4,662


    TY 2020 OtherExpensesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CSA ADMIN FEE 19,250 0   19,250


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Description Amount
    MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE 3,934
    ACCD INT PD PRIOR YR EFFECTIVE CURRENT YR 3,273
    ROUNDING 11


    TY 2020 TaxesSchedule
    Name:
    THE ELMER R DEAVER FOUNDATION IDT
    EIN:
    23-7830263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 8,023 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,493 1,493   0
    FOREIGN TAXES ON NONQUALIFIED 101 101   0